Filings through .
2 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$83K in admin expenses, $112 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
23 funds of $250K or more; 61 lines in all, holding $22.7M of the plan's $26.3M. Recordkeeper: Burke & Schindler, PLL.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard VG LifeStrategy Mod Grw SA21 Vanguard · Mutual fund | $3.8M | 16.8% |
| Federated Hermes Fed Hermes Gov Ultsht Dur SA14 Federated Hermes · Other | $2.1M | 9.2% |
| American Funds AmerFunds Growth America SA48 Capital Group · Mutual fund | $2.0M | 8.7% |
| American Funds AmerFunds Invest Co Amer SA49 Capital Group · Mutual fund | $1.4M | 6.1% |
| Lincoln Variable Insurance Products Trust Lvip Delaware Value Fund SA61 Macquarie / Nomura · Insurance contract | $1.1M | 4.8% |
| Lincoln Variable Insurance Products Trust Lvip SSgA S&P 500 Index SA27 State Street (SSgA) · Insurance contract Index | $1.1M | 4.7% |
| Lvip TRowePrice 2050 Fund Sall Lincoln Financial · Insurance contract | $942K | 4.2% |
| Fidelity Investments Fidelity VIP Mid Cap SA84 Fidelity (FMR) · Mutual fund | $872K | 3.8% |
| Lincoln Variable Insurance Products Trust State Street (SSgA) · Insurance contract | $827K | 3.6% |
| Lincoln Variable Insurance Products Trust Lvip SSgA Small-Cap Index SA36 State Street (SSgA) · Insurance contract Index | $745K | 3.3% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
51 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
51 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
SUMMIT FINANCIAL CORPORATION2 years Filed as: SUMMIT FINANCIAL LLC Service code 27 4 CAMPUS DR · PARSIPPANY, NJ 07054 Advisory (Plan) | $51,925 |
BURKE & SCHINDLER, PLL11+ years Service code 15 · EIN 31-1452011 901 ADAMS CROSSING · CINCINNATI, OH 45202 Recordkeeping | $18,129 |
LINCOLN FINANCIAL ADVISORS CORP11+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 Contract Administrator | $13,050 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025